---
schema_version: "1"
id: 4c66de73866b544c0d6073a0fd1613361ad277f252b6d67e682aab2e848dcc14
title: Activate the Recurrence Schedule Flow for Action Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_admin_activate_recurring_schedule_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_activate_recurring_schedule_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b27ea9aa09336fdf31f5ac87ce6546d52bba74dca8b8df79b9f7b8d04b43f227
description: Before you create a recurring schedule for an action plan, clone Orchestration flow for Recurrence Scheduler and then activate it.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Activate the Recurrence Schedule Flow for Action Plans

Before you create a recurring schedule for an action plan, clone Orchestration flow for Recurrence Scheduler and then activate it.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. <a href="https://help.salesforce.com/s/articleView?id=action_plans_editions_permissions.htm&amp;language=en_US" target="_blank">View edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d2170e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2170e64 ">To configure Action Plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2170e64 ">
              <p>Action Plans permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify All Data </p>
            </td>

          </tr>
        </tbody>
      </table>

1. From Setup, in the **Quick Find** box, enter Flows, and then select **Flows**.
2. Click **Orchestration flow for Recurrence Scheduler**.
3. To make a copy of this flow template, click **Save As**.
4. Provide a name for the flow and API.
5. Click **Save**.
6. Edit the flow start date and time according to your business requirements.
7. Save your changes.
8. Open the updated recurrence schedule flow, and then click **Activate**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-action_plans-264-0-0-production-enus/29c492f2-3531-419b-8e38-3287aed60d43/images/icon_note.png)
    
    Note After you clone flow elements, don't modify them. The recurrence schedule flow automatically generates a new action plan based on your settings. The flow runs a batch job at a predefined interval to find any action plans that are due for recurrence. When a new action plan is created, it's a complete clone of the original, inheriting all tasks and document checklist items. The new action plan's name is automatically generated and follows a specific pattern. For example, if your original action plan is named Quarterly Client Review, the new plan will be named Quarterly Client Review - Monthly Recurrence #1.